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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,980
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.83M
3
+$7.45M
4
IAU icon
iShares Gold Trust
IAU
+$6.42M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$5.87M

Top Sells

1
+$7.49M
2
+$5.27M
3
+$3.43M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.86M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.49M

Sector Composition

1 Technology 9.09%
2 Financials 4.8%
3 Healthcare 4.69%
4 Consumer Discretionary 4.52%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$12K ﹤0.01%
171
+3
1652
$12K ﹤0.01%
157
-20
1653
$12K ﹤0.01%
300
1654
$12K ﹤0.01%
915
-2,030
1655
$12K ﹤0.01%
+14
1656
$12K ﹤0.01%
828
1657
$12K ﹤0.01%
426
-293
1658
$12K ﹤0.01%
167
-30
1659
$12K ﹤0.01%
+1,170
1660
$12K ﹤0.01%
+53
1661
$12K ﹤0.01%
1,000
1662
$12K ﹤0.01%
356
1663
$12K ﹤0.01%
75
-89
1664
$12K ﹤0.01%
298
-104
1665
$12K ﹤0.01%
+654
1666
$11K ﹤0.01%
456
+24
1667
$11K ﹤0.01%
398
1668
$11K ﹤0.01%
264
-5,166
1669
$11K ﹤0.01%
388
-48
1670
$11K ﹤0.01%
+380
1671
$11K ﹤0.01%
359
1672
$11K ﹤0.01%
850
-95
1673
$11K ﹤0.01%
219
1674
$11K ﹤0.01%
202
-38
1675
$11K ﹤0.01%
350
+200
65 66
67
68 69